Root Cause Analysis Training

To become a top data analyst you need to be a strong problem solver! Follow this structure to find the real reasons behind business problems: 1. 𝗗𝗲𝗳𝗶𝗻𝗲 𝘁𝗵𝗲 𝗣𝗿𝗼𝗯𝗹𝗲𝗺: Start by clearly stating the issue. For example, “We’ve observed a significant decrease in sales in the UK over the last few days.”   2. 𝗚𝗮𝘁𝗵𝗲𝗿 𝗗𝗮𝘁𝗮: Collect relevant information such as order processing times, customer service interactions, inventory levels, and active marketing campaigns.   3. 𝗔𝗻𝗮𝗹𝘆𝘇𝗲 𝘁𝗵𝗲 𝗗𝗮𝘁𝗮: Use tools like SQL, Python, or Excel to analyze the data. Look for patterns, trends, and anomalies that could point to the root cause.   4. 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗖𝗮𝘂𝘀𝗲𝘀: Brainstorm all possible reasons for the issue. Use methods like the 5 Whys technique to investigate each potential cause more deeply.   5. 𝗩𝗮𝗹𝗶𝗱𝗮𝘁𝗲 𝗛𝘆𝗽𝗼𝘁𝗵𝗲𝘀𝗲𝘀: Test your hypotheses against the data to see if they are supported. If not, refine your hypotheses and test again.   6. 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Once you’ve identified the root cause, support the business by showing possible solutions to address it. Monitor the results to ensure the issue is resolved. 𝗔 𝗿𝗲𝗮𝗹-𝘄𝗼𝗿𝗹𝗱 𝗲𝘅𝗮𝗺𝗽𝗹𝗲 𝗳𝗿𝗼𝗺 𝗺𝘆 𝗽𝗮𝘀𝘁: We notice an increase in customer lead time and here’s how we tackle it. 1. 𝗗𝗲𝗳𝗶𝗻𝗲 𝘁𝗵𝗲 𝗣𝗿𝗼𝗯𝗹𝗲𝗺: “Customer lead time has increased by 20% in the last three months.”     2. 𝗚𝗮𝘁𝗵𝗲𝗿 𝗗𝗮𝘁𝗮: We collected data on order processing, sales forecast deviation, and shipping times.     3. 𝗔𝗻𝗮𝗹𝘆𝘇𝗲 𝘁𝗵𝗲 𝗗𝗮𝘁𝗮: We found that the actual sales were in line with the forecast, and shipping times had remained constant. However, order processing times had increased significantly.     4. 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗖𝗮𝘂𝘀𝗲𝘀: We checked factors such as outages in warehouses, staffing issues due to high sickness rates, and process inefficiencies resulting from operating close to maximum capacity.     5. 𝗩𝗮𝗹𝗶𝗱𝗮𝘁𝗲 𝗛𝘆𝗽𝗼𝘁𝗵𝗲𝘀𝗲𝘀: Data revealed that a spike in the sickness rate had reduced the available workforce.     6. 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: We proposed to increase capacity buffers by 5% to 10% during the winter and hiring additional temporary workers to address the situation in the short term.   Following this approach for your root-cause analysis, you will become a valued problem-solving partner for your stakeholders. How do you ensure you’re addressing the root cause of an issue and not just the symptoms? ---------------- ♻️ 𝗦𝗵𝗮𝗿𝗲 if you find this post useful. ➕ 𝗙𝗼𝗹𝗹𝗼𝘄 for more daily insights on how to grow your career in the data field. #dataanalytics #datascience #rootcauseanalysis #problemsolving #careergrowth

⚠️ Ever witnessed a drilling mast collapse in real-time? What went wrong wasn’t just mechanical ,it was systemic. Let’s break it down using TapRooT. Recently reviewed a critical incident involving a mast failure while raising it on a drilling rig. Fortunately, there were no reported injuries, but the potential consequences could have been catastrophic. Using the TapRooT® methodology, here's a high-level breakdown of the root cause analysis: What Happened? During mast raising operations, the structure failed and collapsed. The entire sequence suggests a serious deviation from standard lifting protocols and equipment checks. TapRooT® 5-Why & Root Cause Tree Summary: Causal Factor: Mast collapsed during lifting Why? Possible failure of mast locking mechanism or lifting system Why? Inadequate inspection or pre-use verification Why? Procedures not followed or unclear Why? Lack of training / ineffective communication of critical steps Root Causes Identified: Human Engineering: Design did not account for visual indicators of secure locking Procedures: Incomplete or inadequate SOPs for mast raising Training: Crews not properly trained on potential failure points and verification Equipment: Defective or unverified lifting components Corrective Actions Recommended: Revise and reinforce mast-raising SOPs ✅ Conduct refresher training with visual fail-scenario reviews ✅ Implement engineering improvements for mast lock indicators ✅ Schedule mandatory equipment checks before operations This incident is a powerful reminder: We don't rise to the level of our expectations we fall to the level of our training and systems. Let’s continue to build safer, smarter rigs. #SafetyFirst #TapRooT #RootCauseAnalysis #OilAndGas #RigSafety #LearningFromIncidents #HSE #DrillingSafety

Smart leaders don't throw money at problems. (they do this instead) In my consulting work, I help companies that have  wasted money on quick fixes that solved nothing. It's natural; most leaders want to jump to a solution  without spending time analysing the problem. Unfortunately, that’s a quick way to burn money. Here's how smart leaders tackle problems: 1️⃣ Clarifying the Problem Statement ↳ Be specific: "customer complaints are +40% vs Q1" ↳ Not vague: "customer service is doing a bad job" 2️⃣ Mapping Major Root Cause Categories  ↳ People: Skills, training, motivation ↳ Process: Workflows, procedures ↳ Technology: Systems, tools ↳ Environment: Workplace, market conditions 3️⃣ Diving Deep (asking 5 Whys) for Each Branch ↳ Why 1: "Why are complaints up?"   → Long response times ↳ Why 2: "Why are there long response times?"   → Staff is overwhelmed ↳ Why 3: "Why are they overwhelmed?"   → Understaffed team ↳ Why 4: "Why are they understaffed?"   → High turnover ↳ Why 5: "Why high turnover?"   → Burnout from poor processes The Real Fix: addressing the core issues. ✅ Solving training gaps that create bottlenecks. ✅ Fixing workload imbalances burning out people. ✅ Eliminating inefficiencies that drain productivity. Everyone is tempted to jump in quickly to fix things. But only root cause analysis delivers lasting change. 💭 Which point resonated? Let me know below! --- ♻️ Share to help your network ➕ Oliver Ramirez G. follow for effective leadership & process improvement